Jeremy Walter, CFP®, CKA® Fident Financial, LLC

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About Jeremy Walter, CFP®, CKA®

I’m Jeremy Walter, founder of Fident Financial, LLC, a fee-only registered investment advisor located in the heart of beautiful Lancaster County, Pennsylvania.

I started up Fident Financial after working for another local advisory firm for just over a decade – largely because of how much I believe in two things: aligning your values with your money, and utilizing a fee-only approach to managing wealth.

Every client I’ve encountered has a slightly different set of goals they want to achieve with their finances, and so every client needs a unique plan to figure out the best path to manage their wealth to achieve them – using their stated values as guide rails along the way.

In addition to the Certified Financial Planner Certification, I’m also a Certified Kingdom Advisor – a designation put forth by Kingdom Advisors, a non-profit organization that helps advisors like me have better conversations and create more lasting strategies in helping clients like you.

My investment philosophy relies heavily on evidence-based-investing and is something I get excited when implementing.

I’m undeservedly blessed with a beautiful wife and four kiddos.

I believe strongly that the sequence for making the best financial decisions are identifying your values, prioritizing your goals, and then implementing a financial decision. Fident’s process for doing this is The C3 Process – clarify, calculate, calibrate.

I’d love to hear more about you – so feel free to reach out and schedule a free 30-minute phone consultation with me and see if we can be a good mutual match.

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Ideal Clients

  • Christian Faith Based
  • Entrepreneurs
  • Gen X
  • IRA Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $167/month
  • AUM: 1.0%

SEC Records

States Registered

  • Pennsylvania

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